CONNECT

Address:

850 Cassatt Road, Suite 200
Berwyn, PA 19312

Phone:

(610) 727-4900

Fax/Other:

(610) 727-4929

Our Services

All of our plans include a comprehensive evaluation and analysis, and recommendations in one or more of the following areas:

Estate Planning

Estate taxes can significantly shrink the size of your estate.  Proper planning is critical to help minimize estate settlement costs and provide a comfortable living for your family.  We provide advice on issues including property ownership, distribution strategies and estate tax reduction strategies. 

Business Owner Planning

If you are a business owner, we can help you to decide whether to keep or sell your interest at death, disability or retirement.  Whatever your decision, we can assist you in retaining its value for you and your family.  Furthermore, we will evaluate the tax consequences of your options and help you reduce their impact at the time of transfer.

Retirement Planning

With retirement often lasting for 20 years or more, many of our clients are concerned about outliving their savings.  To avoid a savings shortfall, it is critical to spend time now to help ensure that you will have the capital to afford the retirement lifestyle you desire.  We will guide you to choose the appropriate techniques to accumulate wealth for retirement income and offer sound alternatives for asset allocation and income distribution following retirement.

Investment Planning

In today’s economic environment, obtaining investment information is easy; choosing the investments that are appropriate for you is much more difficult.  We will assist you in identifying your investment objectives, evaluating your risk tolerance, analyzing your current portfolio, developing an appropriate asset allocation strategy and recommending various alternatives tailored to help you meet your individual needs and goals.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck